CLCRX Mutual Fund

CLCRX Mutual Fund

NAV$27.10
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Returns Overview

1 Month
+2.52%
3 Months
+3.30%
6 Months
+13.49%
YTD
+11.47%
1 Year
+18.05%
3 Years (annualized)
+18.84%
5 Years (annualized)
+11.64%
10 Years (annualized)
+14.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CLCRX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+11.47%
Peer Avg (YTD)
+11.21%
vs Peers
+0.26%

CLCRX Mutual Fund Performance

CLCRX performance across multiple time periods: 1-month 2.52%, YTD 11.47%, 1-year 18.05%, 3-year 18.84%, 5-year 11.64%, 10-year 14.94%.

CLCRX returns outperform the peer average of 11.21% YTD. With an expense ratio of 0.58%, investors should weigh costs against performance when evaluating this mutual fund.

CLCRX vs another fund shows side-by-side returns. CLCRX alternatives are available in the Mutual Fund Screener.